Glassman Wealth Services’s PPD, Inc. Common Stock PPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-152
Closed -$7K 2043
2021
Q3
$7K Hold
152
﹤0.01% 888
2021
Q2
$7K Sell
152
-45
-23% -$2.03K ﹤0.01% 856
2021
Q1
$7K Buy
197
+14
+8% +$502 ﹤0.01% 809
2020
Q4
$6K Hold
183
﹤0.01% 848
2020
Q3
$7K Buy
+183
New +$5.8K ﹤0.01% 717

Glassman Wealth Services's PPD Position: Q4 2021 in Review

Glassman Wealth Services sold out of PPD, Inc. Common Stock (PPD) in Q4 2021, closing a stake of 152 shares — an estimated $7K sold.

Glassman Wealth Services first reported a position in PPD in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 0 funds tracked by Wall St. Rank hold PPD as of Q4 2021.

  • Glassman Wealth Services reported no remaining PPD, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 152 PPD, Inc. Common Stock shares in Q4 2021, an estimated $7K.
  • Glassman Wealth Services first reported a position in PPD, Inc. Common Stock in Q3 2020 and held it in 5 quarters.
  • Glassman Wealth Services's PPD, Inc. Common Stock position peaked at $7K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.